Nonprofit · EIN 39-2076346
JOSEPH AND VERA ZILBER FAMILY
Tax-exempt · MILWAUKEE, WI 53203
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $23,276,959 | $18,969,873 | $4,307,086 | $422,285,700 | $19,642,756 | $402,642,944 |
| June 30, 2024 | 990-PF | $23,310,960 | $34,789,288 | -$11,478,328 | $396,066,804 | $22,446,161 | $373,620,643 |
| June 30, 2023 | 990-PF | $24,039,017 | $14,400,461 | $9,638,556 | $356,779,401 | $5,420,819 | $351,358,582 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $18,799,373
- Net gain from sales of assets
- $4,460,011
- Other income
- $17,575
Expenses
- Grants and similar amounts paid
- $16,059,737
- Compensation of officers, directors and key employees
- $206,250
- Salaries, compensation and benefits (total)
- $895,059
- Disbursements for charitable purposes
- $20,901,791
- Excise tax on investment income
- $344,195
Balance sheet and other
- Total assets, start of year
- $396,066,804
- Total assets, end of year
- $422,285,700
- Total liabilities, end of year
- $19,642,756
- Net assets, end of year
- $402,642,944
- Fair market value of assets
- $422,285,700
- Qualifying distributions
- $21,151,791
- Net investment income
- $25,291,504
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| GINA STILP 710 N PLANKINTON AVE STE 800, MILWAUKEE, WI 53203 | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $211,321 | $5,096 |
| LIANNA BISHOP 710 N PLANKINTON AVE STE 800, MILWAUKEE, WI 53203 | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $205,208 | $24,519 |
| ERIN FREDERICK 710 N PLANKINTON AVE STE 800, MILWAUKEE, WI 53203 | SECTOR SUPPORTS DIRE Highest-paid employee | 40 | $148,983 | $28,305 |
| DEMETRIA SMITH 710 N PLANKINTON AVE STE 800, MILWAUKEE, WI 53203 | PROGRAM DIRECTOR Highest-paid employee | 40 | $144,688 | $27,769 |
| YALANDA LUDTKE 710 N PLANKINTON AVE STE 800, MILWAUKEE, WI 53203 | PROGRAM OFFICER Highest-paid employee | 40 | $115,000 | $0 |
| MARCY C JACKSON 710 N PLANKINTON AVE SUITE 800, MILWAUKEE, WI 53203 | PRESIDENT/DIRECTOR | 2 | $25,000 | $0 |
| MARILYN ZILBER 710 N PLANKINTON AVE SUITE 800, MILWAUKEE, WI 53203 | DIRECTOR | 2 | $25,000 | $0 |
| SHANE M JACKSON 710 N PLANKINTON AVE SUITE 800, MILWAUKEE, WI 53203 | TREASURER/DIRECTOR | 2 | $25,000 | $0 |
| MELISSA S A JACKSON 710 N PLANKINTON AVE SUITE 800, MILWAUKEE, WI 53203 | DIRECTOR | 2 | $25,000 | $0 |
| PAUL TILLEMAN 710 N PLANKINTON AVE SUITE 800, MILWAUKEE, WI 53203 | DIRECTOR | 2 | $25,000 | $0 |
| MARK MADIGAN 710 N PLANKINTON AVE SUITE 800, MILWAUKEE, WI 53203 | SECRETARY/VP DIRECTOR | 2 | $25,000 | $0 |
| JULIANNE KAUFMANN 710 N PLANKINTON AVE SUITE 800, MILWAUKEE, WI 53203 | DIRECTOR | 2 | $25,000 | $0 |
| LASHARELE BORG 710 N PLANKINTON AVE SUITE 800, MILWAUKEE, WI 53203 | DIRECTOR | 2 | $25,000 | $0 |
| JAMES F JANZ 710 N PLANKINTON AVE SUITE 800, MILWAUKEE, WI 53203 | DIRECTOR | 2 | $6,250 | $0 |
990-PF for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GINA STILP 710 N PLANKINTON AVE STE 1200, MILWAUKEE, WI 53203 | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $256,400 |
| ERIN FREDERICK 710 N PLANKINTON AVE STE 1200, MILWAUKEE, WI 53203 | PROGRAM DIRECTOR Highest-paid employee | 40 | $167,900 |
| LIANNA BISHOP 710 N PLANKINTON AVE STE 1200, MILWAUKEE, WI 53203 | OPERATIONS DIRECTOR Highest-paid employee | 32 | $143,200 |
| DEMETRIA SMITH 710 N PLANKINTON AVE STE 1200, MILWAUKEE, WI 53203 | PROGRAM OFFICER Highest-paid employee | 40 | $125,700 |
| Marcy C Jackson 710 N PLANKINTON AVE, MILWAUKEE, WI 53203 | PRESIDENT/DIRECTOR | 2 | $25,000 |
| Marilyn Zilber 710 N PLANKINTON AVE, MILWAUKEE, WI 53203 | DIRECTOR | 2 | $25,000 |
| Shane M Jackson 710 N PLANKINTON AVE, MILWAUKEE, WI 53203 | TREASURER/DIRECTOR | 2 | $25,000 |
| Melissa S A Jackson 710 N PLANKINTON AVE, MILWAUKEE, WI 53203 | DIRECTOR | 2 | $25,000 |
| James F Janz 710 N PLANKINTON AVE, MILWAUKEE, WI 53203 | VICE PRESIDENT/DIRECTOR | 2 | $25,000 |
| Paul Tilleman 710 N PLANKINTON AVE, MILWAUKEE, WI 53203 | DIRECTOR | 2 | $25,000 |
| Michael P Mervis 710 N PLANKINTON AVE, MILWAUKEE, WI 53203 | DIRECTOR | 2 | $25,000 |
| Mark Madigan 710 N PLANKINTON AVE, MILWAUKEE, WI 53203 | SECRETARY/DIR (as of 6/30/23) | 2 | $25,000 |
990-PF for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GINA STILP 710 N PLANKINTON AVE STE 1200, MILWAUKEE, WI 53203 | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $222,960 |
| ERIN FREDERICK 710 N PLANKINTON AVE STE 1200, MILWAUKEE, WI 53203 | PROGRAM DIRECTOR Highest-paid employee | 40 | $152,710 |
| LIANNA BISHOP 710 N PLANKINTON AVE STE 1200, MILWAUKEE, WI 53203 | OPERATIONS DIRECTOR Highest-paid employee | 32 | $94,066 |
| CAMILLE DAVIS 710 N PLANKINTON AVE STE 1200, MILWAUKEE, WI 53203 | PROGRAM OFFICER Highest-paid employee | 40 | $83,047 |
| Marcy C Jackson 710 N PLANKINTON AVE, MILWAUKEE, WI 53203 | PRESIDENT/DIRECTOR | 5 | $20,000 |
| Marilyn Zilber 710 N PLANKINTON AVE, MILWAUKEE, WI 53203 | DIRECTOR | 2 | $20,000 |
| Shane M Jackson 710 N PLANKINTON AVE, MILWAUKEE, WI 53203 | TREASURER/DIRECTOR | 2 | $20,000 |
| Melissa S A Jackson 710 N PLANKINTON AVE, MILWAUKEE, WI 53203 | DIRECTOR | 2 | $20,000 |
| James F Janz 710 N PLANKINTON AVE, MILWAUKEE, WI 53203 | VICE PRESIDENT/DIRECTOR | 5 | $20,000 |
| Stephan J Chevalier 710 N PLANKINTON AVE, MILWAUKEE, WI 53203 | DIRECTOR (Thru 6/30/23) | 10 | $20,000 |
| Michael P Mervis 710 N PLANKINTON AVE, MILWAUKEE, WI 53203 | DIRECTOR | 5 | $20,000 |
| John K Tsui 999 BISHOP ST OFFICE 805, HONOLULU, HI 96813 | DIRECTOR (Thru 6/30/23) | 2 | $20,000 |
| Mark Madigan 710 N PLANKINTON AVE, MILWAUKEE, WI 53203 | SECRETARY/DIR (as of 6/30/23) | 2 | $20,000 |
Address and contacts
- Address (IRS master file)
- 710 N PLANKINTON AVE STE 800, MILWAUKEE, WI 53203-2400
- In care of
- % JOEL J FIRKUS
- Signed the 990-PF
- MARK MADIGAN, SECRETARY
- Phone
- (414) 274-2447
- Return prepared by
- SCRIBNER COHEN AND COMPANY SC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 39-2076346
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2009
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $422,285,700
- Income (IRS master file)
- $40,844,744
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $23,276,959 | $18,969,873 | $422,285,700 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990-PF | June 2024 | $23,310,960 | $34,789,288 | $396,066,804 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990-PF | June 2023 | $24,039,017 | $14,400,461 | $356,779,401 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-2076346).
Questions about JOSEPH AND VERA ZILBER FAMILY
- What is the EIN of JOSEPH AND VERA ZILBER FAMILY?
- The employer identification number (EIN) of JOSEPH AND VERA ZILBER FAMILY is 39-2076346.
- Is JOSEPH AND VERA ZILBER FAMILY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to JOSEPH AND VERA ZILBER FAMILY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOSEPH AND VERA ZILBER FAMILY file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPH AND VERA ZILBER FAMILY due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOSEPH AND VERA ZILBER FAMILY last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of JOSEPH AND VERA ZILBER FAMILY?
- The 990-PF for the year ended June 30, 2025 lists 14 people; 14 received compensation from the organization, the highest $211,321 (GINA STILP, EXECUTIVE DIRECTOR).
- How much revenue does JOSEPH AND VERA ZILBER FAMILY have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $23,276,959, expenses of $18,969,873 and total assets of $422,285,700 at year end.
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